What does the future look like?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with The Francescut Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

One of the key factors for financial success is establishing a long-term relationship with a professional financial team who knows you well.

 

Creating Financial Peace of Mind from IPC on Vimeo.

Meet the Team


Stefano Francescut, B.Ed., CFP®

Senior Wealth Advisor

Barbara Francescut

Client Services, Administration Specialist

 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 
 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

estate planning

29 October, 2019

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend
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15 October, 2019

The Human Dimension of Advice

The ads are everywhere: invest online and cut out the middleman. Yet, an overwhelming majority of Canadians believe that financial advisors have a positive impact on
Read more

estate planning ipc

25 September, 2019

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to unde
Read more

 

Audiocasts

Listen to insights from our market specialists  

 

 

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The Cost Of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value Of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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